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Veeva Systems

1,103 hedge funds and large institutions have $31.2B invested in Veeva Systems in 2025 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 362 increasing their positions, 429 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $284M | Put options by funds: $188M

10% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 151

0.85% less ownership

Funds ownership: 85.77%84.91% (-0.85%)

1% less funds holding

Funds holding: 1,1171,103 (-14)

16% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 429

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

25% less capital invested

Capital invested by funds: $41.8B → $31.2B (-$10.7B)

Holders
1,103
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
13.42%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.26%
New
166
Increased
362
Reduced
429
Closed
151
Calls
$284M
Puts
$188M
Net Calls
+$96.4M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1026
Kerr Financial Planning
California
$6.06K
MAFA
1027
MJT & Associates Financial Advisory
Minnesota
$6.03K
AA
1028
Addison Advisors
Vermont
$6.03K +$1.06K +4 +17%
OC
1029
Oakworth Capital
Alabama
$6.03K +$7.16K +27 New
AW
1030
Avion Wealth
Texas
$6K -$1.06K -4 -12%
IIM
1031
IFC & Insurance Marketing
California
$6K +$7.43K +28 New
BCWM
1032
Bartlett & Co Wealth Management
Ohio
$5.58K -$88.9K -335 -93%
PWA
1033
Provenance Wealth Advisors
Florida
$5.58K -$42.5K -160 -86%
CFS
1034
CGC Financial Services
Oregon
$5.58K
CSB
1035
City State Bank
Iowa
$5.58K
FPF
1036
First Pacific Financial
Washington
$5.58K +$6.63K +25 New
MCM
1037
Manchester Capital Management
Vermont
$5.36K -$43.3K -163 -87%
CH
1038
Cromwell Holdings
Wyoming
$5.36K
IWM
1039
Inlight Wealth Management
Georgia
$5.13K
NB
1040
NBT Bank
New York
$4.91K
MA
1041
MCF Advisors
Kentucky
$4.69K
HWA
1042
HHM Wealth Advisors
Tennessee
$4.69K +$5.57K +21 New
CW
1043
Curio Wealth
Maryland
$4.69K +$5.57K +21 New
SIS
1044
Sound Income Strategies
Florida
$4.44K
FFO
1045
Fortitude Family Office
Arizona
$4.24K +$265 +1 +6%
ACM
1046
Accent Capital Management
Ohio
$4.02K -$9.55K -36 -67%
DWM
1047
Dogwood Wealth Management
Kansas
$4.02K +$3.18K +12 +200%
RTL
1048
Red Tortoise LLC
Georgia
$3.79K
SNB
1049
Security National Bank
Nebraska
$3.79K
TLCM
1050
Twin Lakes Capital Management
California
$3.57K